Features
Extend your association management with the optional features of our Membri CRM
Broaden your association's horizons with the optional features of the Membri CRM. From member management to mass emailing, from member requests to complimentary credits, from the opportunity management module to the WordPress plugin integration, a Zoom integration or survey management, Membri offers a range of features to meet your specific needs. That way, the member management solution can be tailored so your investment is proportional to your needs. You pay only for the modules you need, and not a penny more! Discover how the Membri CRM can transform your association.
Member portal
The member portal integrates with your current website through a simple redirect link. It lets members view and edit their profile information and check their invoices, upcoming events and registration history. This option makes day-to-day management easier and helps you keep member information up to date while saving valuable time. A very popular optional feature of the Membri CRM!
Mass mailings
For associations that use CyberImpact or MailChimp to manage their newsletter and other mass mailings, we offer a connector that automatically synchronizes data between the two systems. The connector supports single- or multiple-audience setups and also lets you sync contact information from the Membri CRM to your mailing tool. This optional CRM feature simplifies your segmentation work so you can better target your mailings.
Request and complimentary credit management
The request management module lets you handle requests of various categories from your members. You can set up your own request categories and subcategories and automate their assignment to the right people based on category. The module is built into the member portal and can be integrated into your website by your integrator using our API. Membership credit and complimentary credit management lets you set an amount, upon a member's sign-up and/or renewal, that can be used as a credit. The credit can be applied to invoices or used through ticketing. Note that the credit can have an expiry date and that complimentary credits are granted according to membership type.
Opportunity and sponsorship management
This Membri CRM module helps you track your negotiations with businesses for the sale of event sponsorships, annual sponsorships or any other product you sell. You can run a search to target businesses, and add reminder dates and notes. And when a sponsorship is accepted, the system automatically prepares the invoice.
Event management
See how our CRM system for associations lets you manage all your events efficiently and easily, from simple to complex.